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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,744 | $138,114+5.5% | $125,391+16.2% | $134,545+8.3% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -18.81% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $12,202 | $5,246+132.6% | $4,816+153.4% | $4,742+157.3% |
| Participant deferral / active EE | $7,594 | $7,801-2.6% | $7,448+2.0% | $6,401+18.6% |
| Admin fee / account holder | $1,699 | $11,570-85.3% | $10,009-83.0% | $11,431-85.1% |